Resources to help your personal finances reach their potential

We break down complex financial strategies so you can easily start the journey reaching your financial outlook.

Download our free e-books and useful guides

  • PROPERTY INVESTING

  • The Ultimate Guide to Successful Property Investing
    A comprehensive e-book detailing the essential considerations when building your property portfolio. I’m positive there will be something new for you as you make your way through this e-book.

DOWNLOAD: Ultimate Guide to Successful Property Investing

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  • WEALTH CREATION

  • Top 5 Wealth Creation Strategies for Modern Australians
    There are over 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This report focuses on 5 of the most popular strategies.

DOWNLOAD: Top 5 Wealth Creation Strategies for Modern Australians

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  • TAX ACCOUNTING

  • 6 Little Known Tax Deductions Most Personal Investors Aren’t Claiming
    In the 10 minutes it takes to read through this report you’ll gain a better understanding of the lesser known areas experienced, investment focused, accountants will explore to ensure all your eligible deductions are addressed.

DOWNLOAD: 6 Little Known Tax Deductions Most Personal Investors Aren’t Claiming

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  • DEBT MANAGEMENT

  • 5 Immediate Debt-Structuring Steps for Reducing Bad Debt
    Recommendations for configuring personal debts to reduce loan terms and interest payable. These 5 steps could cut years, and $1,000s in interest from your non-deductible debts and improve the health of your finances.

DOWNLOAD: 5 Immediate Debt-Structuring Steps for Reducing Bad Debt

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  • EQUITY UTILISATION

  • Top 10 investment mistakes
    Understanding how your personal wealth is concentrated can help you realise your financial capacity and make the improvements for your personal finances to perform at their capacity. This exercise will highlight where your personal wealth is concentrated and the top 10 investment mistakes to avoid.

DOWNLOAD: Personal Wealth Asset Distribution Chart

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  • PROPERTY IN SUPER

  • The Beginners Guide to Property Investing Using Super Funds
    There are more than 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This guide focuses on five of the most popular strategies.

DOWNLOAD: The Beginners Guide to Property Investing Using Super Funds

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  • TAX DEDUCTIONS

  • 108 work-related expense claims that could improve your tax return in 2016/17
    An exhaustive list of work-related expenses you can (and can’t) claim for the 2017/18 financial year. Do you want more back on your tax return, feel you’re missing out on the deductions you’re entitled to or just curious what you can (and can’t) claim?

DOWNLOAD: 108 work-related expense

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Videos

  • Wealth Managment

  • Understanding Private Wealth Management
    We explain what Private Wealth Management is, how it differs from traditional financial advice and what it can represent for Australian families who want the most from their personal finances to reach their ultimate financial position.
  • Property Investing

  • The Ultimate Guide To Property Investing
    Stephen Vick (Director of Nexus Private Wealth Management) explains how to get the best overall results from property investment and the most common mistakes made by investors when selecting an investment property.
  • Investment Advice

  • Top 10 mistakes made by Mum and Dad investors
    We outline the top 10 investment challenges faced by the average investor. Understanding the challenges of investing in modern markets can lead to better financial outcomes to grow your property portfolio. 
  • Wealth Creation

  • Top Five Wealth Creation Strategies
    We explain the top five wealth creation strategies that represent the most popular, effective and safest means for creating wealth in the Australian financial system.
  • Debt Management

  • Top 5 Debt Management Mistakes Explained
    Stephen Vick (Director of Nexus) demonstrates how the right debt management strategy can reduce interest payable, reduce fees payable and reduce tax payable by highlighting the costly mistakes a good majority of Australians make when structuring and managing their debt.
  • Self-managed Superannuation

  • Self-Managed Super Funds Explained
    Stephen Vick (Director of Nexus) discusses the establishment requirements for SMSFs, the common misconceptions surrounding these funds, and what to be aware of if you are considering establishing your own SMSF.
  • Property in Super

  • How to buy property using your super
    We discuss the distinct advantages of holding property within super and explain the processes involved to acquire your very own property using your superannuation. This is a very popular strategy for many of our clients.
  • Wealth Managment

  • Searching for opportunity beyond institutional norms
    Finance is complex and uniquely different for each person, and while ideals may overlap, a one size fits all approach is not going to work for all circumstances.

What our clients say…

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